Empire State Realty Series ES
ESBA
42 hedge funds and large institutions have $11.2M invested in Empire State Realty Series ES in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
14% more funds holding
Funds holding: 37 → 42 (+5)
4% more capital invested
Capital invested by funds: $10.8M → $11.2M (+$403K)
0.95% more ownership
Funds ownership: 5.01% → 5.97% (+0.95%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$367K |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
+$307K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$189K |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$163K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$120K |
| 2 |
NWM
Northcape Wealth Management
Williamsville,
New York
|
-$106K |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$60.6K |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$48.9K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$38.1K |
ESBA Hedge Fund Activity: Q4 2024 in Review
42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q4 2024, worth a combined $11.2M — up 3.7% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ESBA positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $367K. The largest seller was Montag & Associates, cutting an estimated $120K.
- 42 institutional investors held Empire State Realty Series ES (ESBA) as of Q4 2024, up from 37 in Q3 2024.
- Funds reported $11.2M of Empire State Realty Series ES stock for Q4 2024, up 3.7% quarter-over-quarter.
- 7 funds opened new Empire State Realty Series ES positions in Q4 2024 and 1 closed out, a net change of +6 holders.
- The largest Empire State Realty Series ES buyer in Q4 2024 was Bank of America, an estimated $367K added.
- The largest Empire State Realty Series ES seller in Q4 2024 was Montag & Associates, an estimated $120K sold.
Based on aggregated 13F filings for Q4 2024.